Adding a New Team Member to Your Leadpal Organisation

To add a new user to your Leadpal organisation, please follow these steps:

Navigate to the 'Settings' menu and select 'Team'.

Input the new team member’s name and email address, then click 'Invite User'.

The invitee will receive an email with instructions to join your Leadpal organisation.

By default, new team members receive the 'Member' role, which grants basic access permissions.

Once the invitation is accepted, you may adjust their permissions as needed. Simply click the padlock icon next to their name to modify their role.

Please note that only administrators or superusers have the ability to add team members. If you do not have these permissions and need to add a team member, please contact an authorized user within your organisation.

Removing a user from your Leadpal Organisation:

If you need to remove a user from your organisation, simply locate the user within the list and click on the bin icon. The system will prompt you with the following box:

You will be able to assign any of the leads linked to the old user over to another team member.